Lineage Inc

LINE

Market cap $8.43B

Lineage (LINE) stands out as the cold storage industry leader, leveraging proprietary technology and geographic diversification to drive structural cost advantages over peers. LINE's LinOS platform is a significant competitive advantage, expected to boost margins and productivity, though rollout delays present near-term execution risk. Industry oversupply is being absorbed, with demand now outpacing new supply; LINE's 6% dividend yield is well covered and supported by a conservative payout ratio.

Lineage is reiterated as a buy, trading at a significant discount to NAV and intrinsic value estimates, with strong recovery potential. LINE offers a ~6.1% dividend yield at a sustainable ~64% payout ratio, with plenty of room for increases or buybacks. Despite macro headwinds and lowered guidance, LINE continues to expand, leveraging its scale for future accretive growth and even industry consolidation.

NOVI, Mich.--(BUSINESS WIRE)--Lineage, Inc. (NASDAQ: LINE) (the "Company"), the world's largest global temperature-controlled warehouse REIT, today announced that its Board of Directors has declared a cash dividend of $0.5275 per share for the fourth quarter of 2025. The dividend will be paid on January 21, 2026, to shareholders of record of the Company's common stock as of the close of business on December 31, 2025. About Lineage Lineage, Inc. (NASDAQ: LINE) is the world's largest global tempe.

Lineage Logistics is a global leader in operating temperature-controlled warehouses. The sector has faced several headwinds since the REIT's initial public offering in late 2024.

Lineage, Inc. (LINE) Discusses Warehouse Productivity Initiatives and Digital Strategy Including LinOS Platform Prepared Remarks Transcript

SAN DIEGO , Dec. 3, 2025 /PRNewswire/ -- The Shareholders Foundation, Inc. announced that a lawsuit is pending for certain investors in in shares of Lineage, Inc. (NASDAQ: LINE). Investors who purchased shares of Lineage, Inc. (NASDAQ: LINE) in 2024 have certain options and should contact The Shareholders Foundation at mail@shareholdersfoundation.com or call +1(858) 779 - 1554.

NOVI, Mich.--(BUSINESS WIRE)--Lineage, Inc. (NASDAQ: LINE) (“Lineage” or the “Company”), the world's largest global temperature-controlled warehouse REIT, announced today that it will hold an Investor Forum on Operational Excellence and Digital Strategy on Monday, December 8, 2025 at 5:00 p.m. E.T., as well as provide financial updates. A live webcast of the event will be available in the Events & Presentations section of the Company's Investor Relations website at ir.onelineage.com. About.

I highlight three undervalued high-yield stocks: Lineage, Conagra Brands, and Hercules Capital, each facing unique headwinds. LINE offers a 6.2% yield, trades below asset replacement cost, and leads cold storage, but faces short-term oversupply and demand challenges. CAG yields 7.9%, is executing a turnaround with supply chain improvements and divestitures, and trades at a deep discount to historical valuation.

Pennington Parnters acquired 74,370 shares of Lineage for net position change estimated at $2.91 million. Lineage now represents 1.38% of the firm's 13F reportable assets under management.

NOVI, Mich.--(BUSINESS WIRE)-- #onelineage--Lineage, Inc. (NASDAQ: LINE) (the “Company”), the world's largest global temperature-controlled warehouse REIT, has expanded its import and export services to help customers move products in and out of the U.S. with greater confidence and efficiency. As global companies look to adapt to shifting trade conditions, including the rollback of tariffs on more than 200 food products announced last Friday, Lineage's industry-leading network and cold chain expertise enable.